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Stock Gifts
When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
A gift of stock is valued by using the average (mean) between the high and low prices on the date the gift is received by the Foundation. The gift date for securities transferred from your brokerage account is the day the transfer hits the Foundation’s brokerage account. If securities are mailed in certificate form, the gift date is the date it is received by the Foundation.
HOW IT WORKS
Stocks or mutual funds can be transferred electronically from your brokerage account or can be sent through the mail if held in certificate form. Please contact Allison Rickels, Executive Director & CEO, at (816) 891-9445 or via email for transfer information and instructions.
Stock Gifts
Home | Foundation | Giving Opportunities | Ways to Give | Stock Gifts
Stock Gifts
When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
A gift of stock is valued by using the average (mean) between the high and low prices on the date the gift is received by the Foundation. The gift date for securities transferred from your brokerage account is the day the transfer hits the Foundation’s brokerage account. If securities are mailed in certificate form, the gift date is the date it is received by the Foundation.
HOW IT WORKS
Stocks or mutual funds can be transferred electronically from your brokerage account or can be sent through the mail if held in certificate form. Please contact Allison Rickels, Executive Director & CEO, at (816) 891-9445 or via email for transfer information and instructions.